ESG indices outperformed in September
The Bottom Line: Uncertainties chipped away at August’s stock market 7.01% gain with a -3.80% decline in September while ESG indices across the board outperformed.
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Sustainable funds performance scorecard: August 2020
The Bottom Line: Thematic ETF equity index funds focused on clean energy, low carbon energy and alternative energy posted the best performance results in August.
Sustainable foreign equity and bond funds outperform in August 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 44 bps and 30 bps; third index trailed by 50 bps.
Sustainable Funds Performance Scorecard: July 2020
The Bottom Line: Thematic environmental and alternative energy funds led the performance pack in July 2020 while Japan-focused ESG Integration funds brought up the rear.
SUSTAIN US equity and bond fund indices excelled in July 2020
The Bottom Line: Two of three Sustainable (SUSTAIN) fund indices outperformed conventional benchmarks by 36 bps and 32 bps; third index trailed by 125 bps.
Sustainable Funds Performance Scorecard: June 2020
The Bottom Line: Top and bottom performing mutual funds and ETFs in three categories are dominated by 34 funds that employ an ESG Integration strategy.
SUSTAIN Bond Fund Index shines while equity fund indices lag in June
The Bottom Line: SUSTAIN Bond Fund Index beats by wide 68 bps but domestic and foreign equity fund indices trail by 20 and 27 bps.
Sustainable Funds Performance Scorecard: May 2020
The Bottom Line: 54 of the top and bottom sustainable fund performers in May across three investment categories employ ESG integration, ESG-Mixed or ESG-Consideration strategies.
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